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Fiserv shares owned by Trust

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Trust from 13F filings

Historical chart of Trust investment in Fiserv

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All positions including Fiserv held by Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $170k 1.3k 128.93
2025-06-30 $227k 1.3k 172.41
2025-03-31 $291k 1.3k 220.83
2024-12-31 $267k 1.3k 205.42
2022-09-30 $9.0k 100 90.00
2022-06-30 $9.0k 100 90.00
2022-03-31 $10k 100 100.00
2021-12-31 $10k 100 100.00
2021-09-30 $11k 100 110.00
2021-06-30 $11k 100 110.00
2021-03-31 $12k 100 120.00
2020-12-31 $11k 100 110.00
2020-09-30 $10k 100 100.00
2020-06-30 $10k 100 100.00
2020-03-31 $9.0k 100 90.00
2019-12-31 $12k 100 120.00
2019-09-30 $10k 100 100.00
2019-06-30 $9.0k 100 90.00
2019-03-31 $9.0k 100 90.00
2018-12-31 $7.0k 100 70.00
2018-09-30 $8.0k 100 80.00